19d • 🗣️GENERAL DISCUSSION
This week Commitment 1: Account Summary using Prompt Builder
This week I created an AI prompt on field summary on account
Importance: This helps you give a full summary about the account, related list, related Opportunities, Related cases etc (depending on business needs).
The document below gives a step-by-step process on how it was done and how to implement it as well. cheers
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This week Commitment 1: Account Summary using Prompt Builder
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